Application Form

Thank You for Your Interest in Joining the Estate Planning Council of Colorado Springs

We appreciate your interest in becoming a member of the Estate Planning Council of Colorado Springs. Membership is governed by the requirements outlined in our By-Laws and is open to professionals actively engaged in estate planning and related disciplines.

Eligibility Criteria

Prospective members must belong to one of the following professional groups:

  • Legal Professionals – Attorneys, judges, or paralegals

  • Financial Professionals – Investment advisors, life insurance professionals, or Certified Financial Planners (CFP)

  • Trust & Financial Institutions – Employees of banks, trust companies, or similar institutions

  • Accounting & Allied Fields – Accountants, valuation experts, planned giving professionals, or educators

Individuals who do not fall into these categories may still be considered for membership as affiliated professionals. 

Application Requirements

To apply for membership, please submit the following:

  1. A completed membership application

  2. A brief letter explaining:

    • How you can contribute to the Council

    • What you hope to gain from membership

  3. Two letters of recommendation from active Council members

    • At least one must be from a member outside of your own professional group

  4. Signed affidavit

  • Please email  estateplanningcos@gmail.com to receive a membership application and affidavit. 

This council is not currently accepting online membership applications.

Estate Planning Council of Colorado Springs is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.